Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Estate tax bill deliberations underway
By Arthur D. PostalMembers of the House voted 220-200 to pass H.R. 4154, a bill that would make the 2009 45% estate tax rate and $3.5 million per person exemption permanent. The bill now goes to the Senate
December 03, 2009
House OKs Pomeroy Estate Tax BillMembers of the House today voted 220-200 to pass H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 bill.
December 03, 2009
House OKs Pomeroy Estate Tax BillMembers of the House today voted 220-200 to pass H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 bill.
November 26, 2009
Say it ain't so, JoeThe numbers were a fraud from the start. First, health reform would pay for itself by tax increases for those making over $250,000 per annum....
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 06, 2009
Healthcare bill not swaying general publicThe findings, which reflect the delicate situation before Congress, also indicate that Americans are still open to healthcare reform.